Monitor upcoming clinical trial data readouts and pipeline updates; while the buying signal is real, it comes from passive managers and may reflect index rebalancing rather than active conviction. The disconnect between rising share counts and falling position values suggests downward price pressure during the quarter.
Executive Summary
Three major passive institutions — Morgan Stanley, Wells Fargo, and UBS — significantly increased their positions in Intellia Therapeutics during Q4 2024, with UBS doubling its stake. The cluster reflects a net accumulation of $4.9M in new buying, driven entirely by passive mega-funds.
Key Financial Metrics
Institutional Positions
Net institutional flow: $4.9M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | ADD | +48.1% | $44.5M | -$8.5M |
| Wells Fargo | ADD | +38.3% | $3.2M | -$889.0K |
| UBS | DOUBLED | +486.3% | $20.3M | $14.2M |
Key Facts
- Morgan Stanley increased shares by 48.1% (2.58M → 3.81M), though value decreased by $8.5M due to falling stock price
- Wells Fargo added 38.3% more shares (200.8K → 277.7K), but position value dropped by $0.9M
- UBS more than quadrupled its stake (297.1K → 1.74M), increasing position value by $14.2M to $20.3M
- No institutional selling observed in the cluster
- Total institutional buying: $4.9M net increase in position value across three passive managers
Financial Impact
3 institutions accumulated $4.9M in net new value, with UBS accounting for $14.2M of the increase despite market-wide price declines affecting other valuations
Risk Factors
- Cluster dominated by passive institutions, reducing the strength of the signal
- Position values for Morgan Stanley and Wells Fargo declined despite share increases, indicating material stock price depreciation during the quarter
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-NTLA-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 2, 2026 23d ago | Press Release | $12.75 $12.58 | ▼ −1.33% | ▼ −1.76% | — |
Sep 8, 2026 6w ago | 8-K | $12.21 $11.60 | ▼ −5.00% | ▼ −4.66% | — |
Aug 6, 2026 11w ago | 8-K | $11.24 $11.83 | ▲ +5.25% | ▲ +4.04% | — |
Jun 15, 2026 19w ago | 8-K | $14.92 $15.75 | ▲ +5.56% | ▲ +6.95% | — |
Jun 13, 2026 19w ago | Press Release | $14.92 $15.75 | ▲ +5.56% | ▲ +6.95% | — |
Jun 1, 2026 21w ago | Press Release | $13.73 $13.54 | ▼ −1.38% | ▲ +1.37% | — |
May 11, 2026 24w ago | 8-K | $14.42 $12.69 | ▼ −12.00% | ▼ −11.91% | — |
Apr 27, 2026 25w ago | Press Release | $13.20 $13.87 | ▼ −5.08% | ▼ −3.38% | — |
Apr 27, 2026 26w ago | 8-K | $13.04 $13.87 | ▲ +6.37% | ▲ +5.96% | — |
Apr 3, 2026 29w ago | Press Release | $13.30 $14.26 | ▲ +7.22% | ▲ +3.08% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers